Trail Ridge Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Trail Ridge Investment Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$336K	Buy	4,395 +894	+26%	+$71.5K	0.15%	84
2025 Q4	$281K	Sell	3,501 -531	-13%	-$42.2K	0.12%	91
2025 Q3	$316K	Buy	4,032 +82	+2%	+$6.18K	0.14%	89
2025 Q2	$294K	Sell	3,950 -2,513	-39%	-$169K	0.14%	87
2025 Q1	$425K	Buy	6,463 +117	+2%	+$8.09K	0.22%	71
2024 Q4	$437K	Buy	6,346 +136	+2%	+$9.43K	0.21%	79
2024 Q3	$422K	Buy	6,210 +102	+2%	+$6.63K	0.2%	79
2024 Q2	$391K	Buy	6,108 +2,294	+60%	+$141K	0.2%	78
2024 Q1	$235K	Buy	+3,814	New	+$223K	0.13%	96

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Trail Ridge Investment Advisors's SPYM Position: Q1 2026 in Review

Trail Ridge Investment Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 26% in Q1 2026, buying an estimated $71.5K and bringing the position to 4,395 shares worth $336K. The position accounts for 0.15% of the portfolio, ranked #84.

Trail Ridge Investment Advisors first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $437K in Q4 2024. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Trail Ridge Investment Advisors held 4,395 shares of State Street SPDR Portfolio S&P 500 ETF worth $336K as of Q1 2026.
Trail Ridge Investment Advisors bought 894 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $71.5K.
State Street SPDR Portfolio S&P 500 ETF made up 0.15% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #84 holding.
Trail Ridge Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Trail Ridge Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $437K in Q4 2024.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.